LOA DB Migration

A new field account_type to be added to the existing sapper tables

ALTER TABLE financial_advisors ADD COLUMN account_type VARCHAR(20);

ALTER TABLE business_analysts ADD COLUMN account_type VARCHAR(20);

ALTER TABLE clients ADD COLUMN account_type VARCHAR(20);

ALTER TABLE custodians ADD COLUMN account_type VARCHAR(20);

ALTER TABLE fa_ba_mapping ADD COLUMN account_type VARCHAR(20);

When migrating the data from the Genpact tables to Sapper table, ensure account type is set as below

IDs from only ext documents should have account_type => 'DACRAP'

IDs from only normal documents should have account_type => 'IPR'

IDs which are available in both ext & normal document should have account_type => 'BOTH'

G DB dump below

Custodian and Account Connectivity Type

Refer the below excel.